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Peterson Financial Group’s CSX Corp CSX Stock Holding History

Peterson Financial Group’s Portfolio CSX Stock Details CSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$13.4K Buy
+389
New +$13.2K 0.05% 179

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Peterson Financial Group's CSX Position: Q3 2024 in Review

Peterson Financial Group opened a new position in CSX Corp (CSX) in Q3 2024: 389 shares worth $13.4K. The stake represents 0.05% of the portfolio and ranks #179 among its holdings.

1,666 funds tracked by Wall St. Rank hold CSX as of Q3 2024.

  • Peterson Financial Group held 389 shares of CSX Corp worth $13.4K as of Q3 2024.
  • CSX Corp was a new Peterson Financial Group position in Q3 2024.
  • CSX Corp made up 0.05% of Peterson Financial Group's portfolio in Q3 2024, its #179 holding.
  • 1,666 funds tracked by Wall St. Rank held CSX Corp as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.